- MongoDB (Palo Alto, CA)
- …complex concepts clearly to senior leadership and board members + High comfort level operating in dynamic, ambiguous environments with a bias toward execution and ... + Bachelor's degree in Finance, Economics, Accounting, or related discipline; MBA or CFA strongly preferred To drive the personal growth and business impact of our… more
- Aristotle Capital Management (Los Angeles, CA)
- …Series 7 and 66 licenses preferred, or willingness to obtain. + Progress towards CFA designation is preferred. + Proficiency in Microsoft Office Suite and Power BI. ... Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment… more
- MUFG (Los Angeles, CA)
- …of the team through close communication **Skills & Experience:** + Bachelor's degree, a CFA is an asset, an MBA and/or degree in Finance, Accounting, or Economics ... employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an… more
- Umpqua Bank (Irvine, CA)
- …and present to small and large audiences of senior and executive level professionals. + Proven business development, relationship and portfolio management, private ... planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA , CWS or AWMA, any one certification, preferred. + (Series 7, 66 (or 63… more
- City and County of San Francisco (San Francisco, CA)
- …think independently as well as in a collaborative, team-oriented environment. + High level of professionalism and an ability to build networks and positive working ... up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity,… more
- City and County of San Francisco (San Francisco, CA)
- …think independently as well as in a collaborative, team-oriented environment. + High level of professionalism and an ability to build networks and positive working ... up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity,… more
- Deloitte (Costa Mesa, CA)
- …& Commercial Management (CCM) Certification Program + Certified Financial Analyst ( CFA ) + PMI Agile Certified Practitioner (Project Management Institute-ACP) + ... Data Scientist + DocuSign (Workflow Manager, E-signature, CLM, etc.) + iCertis + Onit Product Suite ( Level 2 and above) + Conga CLM + Agiloft, + Sirion Labs + Kira +… more
- Deloitte (San Diego, CA)
- …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services . Qualifications Required + Ability ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
- Vaco (Los Angeles, CA)
- …and/or national practices as appropriate. _The above statements describe the general nature and level of work only. They are not an exhaustive list of all required ... tax, and/or public accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. + Previous experience in… more
- Aristotle Capital Management (Newport Beach, CA)
- …within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment… more